Outlook Add-In

Managing project communication through email is second nature for many professionals, yet it’s where key decisions, RFIs and submittals often get lost or hidden in an inbox. With the Newforma Outlook Add-in, you bring those critical email threads into your project ecosystem—file messages directly from Microsoft Outlook into Newforma Konekt so teams can see and act on them together. The tool sits where you already work—your email client—making adoption easy and friction-free.  

Once installed, the Outlook Add-in lets you file one or many emails to a project with a click. You can tag them as RFIs, submittals or action items and the system will automatically capture relevant information from the email to generate the corresponding item in your project management system—no manual data entry required. That means rather than forwarding, re-typing, or losing messages, every key communication becomes part of your project record, searchable and accessible by the team.  

Because your project emails are now filed and searchable inside your project platform—not trapped in individual inboxes—you gain transparency, auditability and quicker access to critical information. When everyone sees the same emails, attachments and statuses, decision-making accelerates, enquiries get resolved faster, and the risk of missing or misplacing a key message drops significantly.  

The Newforma Konekt Outlook Add-In keeps project communication centralized and accessible by allowing users to file emails directly to the correct project in Newforma Konekt. Entire email threads can be saved to preserve context, and users can send and file emails at the same time to ensure nothing is missed.

Previously filed project emails are accessible within Outlook, making it easy to reference past communication without switching tools. This ensures critical conversations are stored, searchable, and visible to the whole team,not buried in individual inboxes.

With the Outlook Add-In, teams can convert everyday email communication into structured project data without leaving their inbox. Emails can be filed as RFIs, Submittals, or Issues, linking communication directly to the appropriate project record. This reduces duplicate data entry, improves documentation accuracy, and helps teams move from conversation to documented action more efficiently.

Designed to fit seamlessly into existing workflows, the add-in integrates directly with Microsoft Outlook using secure authentication. Configurable filing preferences and intelligent project suggestions help users file communication quickly and consistently. By bringing project management functionality into a familiar environment, the Newforma Konekt Outlook Add-In improves adoption, increases consistency, and helps teams stay aligned across projects.